Introduction

Welcome to the seamless world of business management with SimplyGest Cloud, where robust ERP and POS online software streamline operations for businesses of all sizes. With a mission to simplify and optimize your business processes, SimplyGest Cloud features intuitive modules for inventory management, sales reporting, and client engagement. When combined with IdentityCheck, SimplyGest Cloud enhances its already powerful toolkit by ensuring smooth and secure customer onboarding through advanced ID verification solutions.

Why Connect IdentityCheck to SimplyGest Cloud

Integrating IdentityCheck into SimplyGest Cloud provides several strategic advantages:

• Efficient Customer Onboarding: Automate KYC checks to verify identities swiftly, facilitating a smoother sign-up process.
• Accuracy and Reduced Fraud: Enhance security measures by reliably confirming customer identities, and reducing instances of fraud.
• Compliance and Savings: Boost your compliance efforts with regulatory standards, while also achieving cost efficiency.

Discover how IdentityCheck has transformed client onboarding at Wardle Partners, significantly saving time and costs in this case study.

Setting Up the Integration

1. Log into your SimplyGest Cloud account and navigate to the “Integrations” section.
2. Select “IdentityCheck” from the list of available integrations.
3. Authenticate your IdentityCheck account credentials when prompted.
4. Set up the initial configuration parameters, including your preferred identity verification methods.
5. Test the integration with sample data to ensure everything functions as expected.
6. Enable the integration to start automatically verifying customer identities within your SimplyGest Cloud environment.

How It Works in SimplyGest Cloud

Once integrated, the identity verification process becomes a seamless part of your client onboarding. For example, when a new client signs up, their information is automatically sent through IdentityCheck, where ID and KYC checks are performed in real-time. This ensures that client profiles in SimplyGest Cloud are not only complete but compliant with necessary regulatory standards.

Frequently Asked Questions

Where is the identity verification data stored?

All data is securely stored and handled within IdentityCheck’s encrypted systems, ensuring top-tier data privacy.

Can the integration be customized?

Yes, the integration settings allow for customization to match various business needs and preferred verification workflows.

What happens if a check is incomplete?

Incomplete checks will trigger a notification within SimplyGest Cloud, allowing you to take prompt follow-up action to resolve any verification issues.

Final Thoughts

Integrating IdentityCheck with SimplyGest Cloud offers an efficient solution to identity verification challenges, enhancing security, compliance, and customer satisfaction. Experience the transformational benefits of this integration and streamline your business processes today.